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Estate Planning Attorney La Mesa
If you’re like most people, you probably assume that a will is all you need to handle your affairs during a serious illness or at the time of your death. A will is important, but only responsible estate planning can help you avoid probate. If you are searching for an estate planning attorney in La Mesa, CA, you’ve come to the right place. Lawyer in Blue Jeans is a law practice that specializes in estate planning, based in San Diego and licensed to serve all of California. An estate planning attorney in La Mesa can help you to put everything in order and ensure that your property passes smoothly to your designated beneficiaries. Don’t make the mistake of assuming that a will alone will let you avoid Probate!
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The Estate Planning process can be a difficult one, but an estate planning attorney will have the knowledge and expertise to help you navigate through it all. It’s always a good idea to have a Comprehensive Estate Plan that includes a Living Trust, but it is particularly important if you own real property or have minor children. A Comprehensive Plan will contain detailed instructions for the transfer of your assets to your heirs on your death so that the Probate process can be avoided. It can also help your designated representative to avoid unnecessary court involvement and excessive fees and costs while managing your finances and health care if you become incapacitated.
It is certainly possible to do the work of Estate Planning on your own but having an estate planning attorney in La Mesa is really your best option. A skilled attorney will be able to guide you through the process of formulating a properly funded Comprehensive Estate Plan and can help you to eliminate all of the fees, hassles, and courtroom drama of Probate. Also, should you become incapacitated, having proper legal representation can prevent court interference and provide nominations for a guardianship of your minor children.
When preparing your comprehensive Estate Planning package, we will provide you with:
A Customized Revocable Living Trust
This is the way you can provide specific instructions for the disposition of your estate after you die. With a Customized Revocable Living Trust you can ensure that your property goes to the beneficiaries named in your trust according to your particular wishes. You can also use it to set out instructions for the management of your assets in the event that you become incapacitated.
A “Pour-Over” Will
A special type of will that is used in conjunction with a trust, a Pour-Over Will ensures that any assets not titled in the trust are directed into the trust upon your death.
A Durable Power of Attorney for Personal and Financial Matters
A Durable Power of Attorney allows a person that you specify to act on your behalf in case you become incapacitated. The individual you assign Durable Power of Attorney to will be able to control any personal or financial matters on your behalf and ensure that you and your estate are well protected.
An Advance Health Care Directive
An Advance Health Care Directive is also known as a living will and is a particularly important part of your Estate Planning package. This legal document specifies your personal wishes and details what actions should be taken in regards to your health care in the event you become incapacitated. The agent named in your Advance Health Care Directive would have access to all of your medical records and be able to make any necessary decisions regarding your health care.
Certification of Trust
A Certification of Trust is a legal document that is concerned with maintaining your privacy. It can be presented to banks, credit unions and other financial institutions as proof that your designated representative has permission to act on your behalf without disclosing the personal information contained in your trust.
Schedule of Assets
A Schedule of Assets is a comprehensive listing of the assets that have been transferred into your trust and also catalogs any specifically designated assets that are not typically retitled into the name of the trust. A Schedule of Assets is critical because it also serves as a statement of your intent regarding the assets held in your trust.
If you or someone you know is in need of the above-mentioned legal services, please call our office at (619) 683-2545 to schedule a free, no obligation, one-one-one consultation with one of our experienced La Mesa estate planning lawyers to discuss your legal needs or